S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,884
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$56.3M
3
+$23.1M
4
PTON icon
Peloton Interactive
PTON
+$12.3M
5
ABT icon
Abbott
ABT
+$4.12M

Top Sells

1
+$207M
2
+$23.7M
3
+$23.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.85M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.74M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 5.03%
3 Financials 4.21%
4 Healthcare 3.41%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$1K ﹤0.01%
+35
2652
$1K ﹤0.01%
+20
2653
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42
2654
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50
2655
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22
-17
2656
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23
2657
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11
-35
2658
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14
2659
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+114
2660
$1K ﹤0.01%
50
-90
2661
$1K ﹤0.01%
+122
2662
$1K ﹤0.01%
15
2663
$1K ﹤0.01%
14
2664
$1K ﹤0.01%
+35
2665
$1K ﹤0.01%
11
2666
$1K ﹤0.01%
83
2667
$1K ﹤0.01%
32
-5
2668
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+24
2669
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56
2670
$1K ﹤0.01%
15
+13
2671
$1K ﹤0.01%
+39
2672
$1K ﹤0.01%
28
2673
$1K ﹤0.01%
23
2674
$1K ﹤0.01%
+47
2675
$1K ﹤0.01%
+45
105 106
107
108 109